Employees and payroll
The details and screenshot you've provided above help me understand what you've gone through, @DILCPA. With this, I'm here to provide additional steps to get QuickBooks Desktop (QBDT) to populate the Form 941 correctly.
It's good to hear that the Form 941 for Q1 2020 in your 2017 edition was running fine. Here are the possible reasons the form isn't populating accurately in your 2020 version:
- QBDT isn't updated to the latest release.
- The payroll tax table is outdated.
First, let's update QBDT 2020 to the latest release, which is R7. It gives you a better experience and fixes any software-related issues. I'll guide you how.
- Go to the Help menu and choose Update QuickBooks Desktop.
- Select Update Now.
- Check the Reset Update box to clear all previous update downloads.
- Click Get Updates.
- Restart the software when the download is complete.
- Accept the option to install the new release when prompted.
The screenshot below shows you the second to fourth steps. For the detailed instructions, check out this article: Updating QBDT To The Latest Release.
Second, let's download the latest payroll tax table, which is 22012. It provides you the most current and accurate rates and calculations for supported payroll tax forms, such as your 941. Here's how:
- Go to Employees from the top menu.
- Select Get Payroll Updates.
- Check the Download entire payroll update box.
- Choose Update.
See the screenshot below to show you the steps. For more information, view this article: Getting The Latest Payroll Tax Table Update.
Also, I'd suggest visiting this website: 941 Overview. It contains in-depth details about how QBDT populates the lines on this form.
Lastly, I recommend running any payroll reports in the program. These will help you manage your payroll and employee expenses. You can also customize them to focus on the details you matter the most.
I'll lend a helping hand if you need anything else. Keep safe always, @DILCPA.
